---
title: "Client Kickoff Meeting"
description: "For starting new client engagements and setting expectations"
category: "Customer Success"
targets: ["Customer Success Manager", "Account Manager", "Implementation Lead"]
sections:
  - title: "Project Overview"
    description: "Scope, objectives, and deliverables"
  - title: "Team Introductions"
    description: "Roles and responsibilities"
  - title: "Timeline & Milestones"
    description: "Project schedule and key dates"
  - title: "Communication Plan"
    description: "Meeting cadence and updates"
  - title: "Success Criteria"
    description: "How we measure project success"
  - title: "Next Steps"
    description: "Immediate action items"
---

## Project Overview

Project scope, objectives, key deliverables, and high-level approach.

## Team Introductions

Team members from both sides, their roles, and primary points of contact.

## Timeline & Milestones

Project timeline, key milestones, important deadlines, and phase breakdown.

## Communication Plan

Meeting cadence, status update frequency, escalation process, and communication channels.

## Success Criteria

Clear definition of project success, acceptance criteria, and quality standards.

## Next Steps

Immediate action items, required information from client, and next meeting schedule.
